Latest Institutional Transactions on Ishares Tr Ibonds Dec 2026 Ter (IBDR)
This table provides information on the latest institutional transactions involving Ishares Tr Ibonds Dec 2026 Ter (IBDR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
2.79K+ 21.49% |
$66.2K - $66.2K
|
15.8K
$374K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
32K+ 30.19% |
$759K - $759K
|
138K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-247- 2.46% |
$5.87K - $5.87K
|
9.81K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
13.7K+ 1.49% |
$326K - $326K
|
931K
$22.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.67K+ 8.35% |
$158K - $158K
|
86.6K
$2.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.29K+ 2.61% |
$54.3K - $54.3K
|
89.8K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
640+ 0.68% |
$15.2K - $15.2K
|
94.6K
$2.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.73K+ 4.56% |
$136K - $136K
|
132K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
22.3K+ 3.63% |
$530K - $530K
|
638K
$15.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
188+ 0.84% |
$4.47K - $4.47K
|
22.6K
$537K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.6K+ 12.74% |
$133K - $133K
|
49.6K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
4.89KNew |
$116K - $116K
|
4.89K
$116K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
29+ 0.04% |
$689 - $689
|
81.7K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
66+ 0.31% |
$1.57K - $1.57K
|
21.5K
$511K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
260K+ 13.67% |
$6.17M - $6.17M
|
2.16M
$51.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
8.39KNew |
$199K - $199K
|
8.39K
$199K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
95.3K+ 92.91% |
$2.26M - $2.26M
|
198K
$4.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27.2KNew |
$647K - $647K
|
27.2K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.93K+ 14.3% |
$212K - $212K
|
71.4K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.03K+ 0.64% |
$48.2K - $48.2K
|
319K
$7.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.6KNew |
$299K - $299K
|
12.6K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-695- 0.22% |
$16.5K - $16.5K
|
317K
$7.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
6.68K+ 5.48% |
$159K - $159K
|
129K
$3.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.17K- 0.54% |
$27.8K - $27.8K
|
216K
$5.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.61K+ 32.21% |
$110K - $110K
|
18.9K
$450K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-8.27K- 6.01% |
$196K - $196K
|
129K
$3.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
10.2K+ 1.78% |
$243K - $243K
|
584K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-4.84K- 18.53% |
$115K - $115K
|
21.3K
$506K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.24K+ 50.32% |
$219K - $219K
|
27.6K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
665New |
$15.8K - $15.8K
|
665
$15.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.92K+ 77.81% |
$93K - $93K
|
8.95K
$213K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-275- 0.77% |
$6.53K - $6.53K
|
35.6K
$846K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
27.3K+ 20.37% |
$648K - $648K
|
161K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
17K+ 8.65% |
$403K - $403K
|
213K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.32K+ 0.77% |
$31.2K - $31.2K
|
172K
$4.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
84.1K+ 295.08% |
$2M - $2M
|
113K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-3.43K- 4.65% |
$81.5K - $81.5K
|
70.3K
$1.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.22K- 5.96% |
$195K - $195K
|
130K
$3.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
31KNew |
$736K - $736K
|
31K
$736K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-83.4K- 63.23% |
$1.98M - $1.98M
|
48.5K
$1.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-23.4K- 2.56% |
$556K - $556K
|
891K
$21.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
9.27K+ 1.67% |
$220K - $220K
|
563K
$13.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 0.94% |
$8.31K - $8.31K
|
37.7K
$894K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
40.9K+ 18.82% |
$970K - $970K
|
258K
$6.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
14.7K+ 49.06% |
$349K - $349K
|
44.7K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
49.3K+ 5.28% |
$1.17M - $1.17M
|
983K
$23.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
3.95K+ 2.4% |
$93.8K - $93.8K
|
169K
$4M
|
|
|
Oct 31, 2024
Q3 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
4.6K+ 11.71% |
$109K - $109K
|
43.9K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
136KNew |
$3.23M - $3.23M
|
136K
$3.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
85.1K+ 19.61% |
$2.02M - $2.02M
|
519K
$12.3M
|